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Emergent Wealth Advisors’s Capital One COF Stock Holding History

Emergent Wealth Advisors’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Sell
1,822
-243
-12% -$46.5K 0.12% 111
2026
Q1 		$377K Buy
2,065
+1,104
+115% +$231K 0.22% 81
2025
Q4 		$233K Buy
+961
New +$214K 0.13% 121

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Emergent Wealth Advisors's COF Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Capital One (COF) stake by 12% in Q2 2026, selling an estimated $46.5K and leaving 1,822 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #111.

Emergent Wealth Advisors first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Emergent Wealth Advisors held 1,822 shares of Capital One worth $234K as of Q2 2026.
  • Emergent Wealth Advisors sold 243 Capital One shares in Q2 2026, an estimated $46.5K.
  • Capital One made up 0.12% of Emergent Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Emergent Wealth Advisors first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Emergent Wealth Advisors's Capital One position peaked at $377K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.